Family wealth in Newtown, Connecticut

Stratos Wealth Partners - Grant Ulrick CFP, CAP, CLU, located in Danbury, Connecticut, is a finance institution dedicated to providing comprehensive wealth management services. With a focus on financial planning, investment strategies, and risk management, our team of experienced professionals is committed to helping clients achieve their financial goals. Conveniently located at 105A Newtown Road, Stratos Wealth Partners offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your wealth, our experts are here to guide you every step of the way. Trust in Stratos Wealth Partners for all your financial needs.

Magnolia Private Wealth, located at 14 Church Hill Road in Newtown, Connecticut, offers comprehensive wealth management services to individuals, families, business owners, and institutions. Our experienced team takes a collaborative approach to navigating the complexities of wealth, providing integrated investment, planning, and tax solutions. With backgrounds in academia, management consulting, and family-office management, we bring diverse perspectives to our clients' financial challenges. Grounded in modern finance, we challenge conventional wisdom to provide bespoke access to institutional-caliber strategies and extensive manager due diligence. Each client's unique aspirations are the focus of our expertise, whether they are saving for retirement or the next generation. Our tailored investment approach and dynamic solutions cater to the most sensitive and complex financial situations. Services include portfolio management, retirement planning, risk management, insurance services, estate planning, charitable giving, and more. Our goal is to empower clients with transparent and objective advice to make better financial decisions and embrace a rewarding life. Contact us for expert advice on your unique financial situation.

AdvisersTrust Wealth Management is a leading finance institution located at 30 Main Street in Newtown, Connecticut, United States. Our team of experienced financial advisers is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on trust, transparency, and integrity, we provide comprehensive financial planning, investment management, and retirement planning services to individuals and families. Contact us today to see how we can help you secure your financial future.

Dr. Taha Ghomi DDS - Dental Associates of Connecticut is a premier dental institution located at 36 Padanaram Road in Danbury, Connecticut. Dr. Ghomi, who earned his DMD degree from Boston University School of Dental Medicine in 2010, is a proud member of various dental associations and brings a wealth of expertise to his practice. Operating from Monday to Thursday from 8:00 AM to 8:00 PM, and Friday to Saturday from 8:00 AM to 5:00 PM, Dr. Ghomi specializes in a wide range of dental services including restorative and cosmetic procedures. He coordinates care for his patients with in-house specialists to ensure the best quality of care for all dental conditions. Dr. Ghomi is committed to utilizing cutting-edge technologies such as Laser, digital imaging, 3D printing, and digital impressions to empower patients to achieve their treatment goals.

Ratna Vedullapalli is a renowned dental institution located at 274 South Main Street in Newtown, Connecticut. Led by Dr. Ratna Vedullapalli, also known as Dr. V, the institution specializes in transforming smiles and enhancing lives through exceptional dental care. Dr. V is a graduate of a top dental school in India and has dedicated her career to serving underserved communities in rural India. After completing her D.D.S and an Advanced Program in Comprehensive and Aesthetic Dentistry at New York University, she settled in Newton. Dr. V is committed to community service and often participates in outreach programs offering free dental care to those in need. Her passion lies in delivering distinctive patient care tailored to individual needs.

Donaldson Financial Wellness Network, LLC is a finance institution located at 197 Huntingtown Road in Newtown, Connecticut, United States. We specialize in providing comprehensive financial services and solutions to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients build and maintain financial wellness through personalized financial planning, investment management, and retirement planning services. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Timothy J. Haas CFP, MBA Waypoint Financial Planning is a leading finance institution located at 107 Church Hill Road in Newtown, Connecticut, United States. With a team of highly qualified professionals, including Certified Financial Planners and individuals with Master of Business Administration degrees, we provide expert financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our institution is dedicated to providing personalized and comprehensive financial solutions. Trust Timothy J. Haas CFP, MBA Waypoint Financial Planning to guide you on the path to financial success.

The Western Connecticut Estate & Tax Planning Council is a professional institution located at 36 Huntingtown Road in Newtown, Connecticut. Specializing in accounting and finance, this council provides expert guidance and resources for individuals and businesses looking to navigate the complexities of estate planning and tax management. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals and secure their future. Visit the Western Connecticut Estate & Tax Planning Council to receive top-notch advice and support in managing your finances effectively.

Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is a trusted financial institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Maria Xavier, AAMS™, is a dedicated financial advisor who offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Maria Xavier strives to provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is committed to helping you make informed financial decisions and achieve financial success.

Steward Partners is a finance institution located at 32 Church Hill Road in Newtown, Connecticut, United States. As a trusted financial services provider, Steward Partners offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. With a team of experienced professionals, Steward Partners is committed to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steward Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS™ is a reputable finance institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Bryan Roth, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Newtown area.

Johnson Brunetti is a reputable financial institution located at 27 Glen Road in Newtown, Connecticut, United States. Specializing in financial planning and investment management, Johnson Brunetti offers personalized services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, the institution provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for college, or managing your wealth, Johnson Brunetti is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Morris Law Group is a reputable law firm located at 50 Newtown Road in Danbury, Connecticut. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with estate planning, business law, real estate transactions, or any other legal matter, Morris Law Group is committed to representing your best interests. Trust us to provide expert guidance and representation in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can help you achieve your legal goals.

Anne M Ragusa PC is a reputable law firm located at 103 South Main Street in Newtown, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate, the experienced team at Anne M Ragusa PC is dedicated to providing top-notch legal services to clients in the United States. With a focus on personalized attention and achieving the best possible outcomes for their clients, Anne M Ragusa PC is a trusted institution for all legal needs.

Patrice Gillotti is a renowned doctor specializing in obstetrics and gynecology, located at 103 Newtown Road in Danbury, Connecticut, United States. Dr. Gillotti received her medical education from prestigious institutions such as Tufts University, Columbia University, and the University of Connecticut. She has a wealth of experience, having served as head of the Division of Pediatric and Adolescent Gynecology at Children's Memorial Hospital in Chicago. Dr. Gillotti is certified by the American Board of Obstetrics and Gynecology and is a Fellow of the American College of Obstetricians and Gynecologists. Patients have rated her highly, reflecting her dedication to providing exceptional care. Visit Patrice Gillotti for expert and compassionate healthcare in the field of obstetrics and gynecology.